Kevin Phillips is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has military experience through the US Air Force from 2014 to the present and has been with First Command in various roles since 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kirby Mack is a CFP® and Series 66 registered advisor with 13 years of industry experience. He has worked at Creative Planning, LLC since 2022 and previously spent eight years at Buckingham Asset Management, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Richard Stone is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies that are regularly monitored and reviewed.

Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.

Leann Trampe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Stifel Nicolaus, and Scottrade. Her background also includes five years in education at Aviston Elementary. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties, supported by an Investment Strategy Committee.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has been with Benjamin F. Edwards since 2012 and holds Series 63 and Series 66 designations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Kayden Besher is a financial professional with Kestra Advisory Services, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Kestra, Besher worked at firms including Cetera Advisors and Wells Fargo Advisors. Outside of advisory work, Besher is affiliated with Burgdorf Wealth Managers as a financial professional. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, offering services such as fiduciary consulting, plan design, and advisor-managed accounts.

Sally Davis is a Series 66–licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of advisory services including financial planning, investment management, and retirement consulting, supported by several hundred advisors and tens of billions in assets under management.

John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team that selects and monitors model portfolios and third-party managers.

Scott Szymula is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through PCRM, LLC. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified plan sponsor and trustee services, and family office offerings. The firm employs varied investment strategies and provides tax planning and consolidated reporting services through its affiliated accounting subsidiary and family office practice.

Joshua Pauli is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Benjamin F. Edwards, U.S. Bank, U.S. Bancorp Investments, Inc., and TD Ameritrade. Prior to his financial services career, he was involved with Vac It All Services Inc and Assaypro LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Jeffrey Luechtefeld is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he owns and operates drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and through third parties, supported by an in-house trading desk and oversight from an Investment Strategy Committee.

Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.

Troy Cox is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Outside of his advisory role, he serves as a power of attorney for a family member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 63 designation and has 48 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individual clients, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services utilizing strategies managed internally and by third-party managers.

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Deborah Sante is a CFP® credentialed financial advisor with 12 years of industry experience. She currently works at &Partners, where she has been employed since 2023. Prior to this, she held roles at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Benjamin F Edwards & Co. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at AmeriSave and various fitness studios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.